Archive for Financial Planning

4 Reasons Why Tax Planning is so Important

4 Reasons Why Tax Planning is so Important

When it comes to advanced tax planning, unfortunately many people either just don’t do it or they wait until the last minute only to find out that there aren’t any options to take advantage of at the point of filing their tax return. By developing an advanced tax plan, you will be able to forecast […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Tax Planning

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Meet Our CPAs

Meet Our CPAs

“In this world, nothing can be said to be certain, except death and taxes.” – Benjamin Franklin Sound tax planning can be the foundation of a successful financial plan and it is this niche that BFG Tax Service fulfills. Our CPAs are well-versed in the minimization of taxes. They know taxes can be controlled, especially […]

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Posted in: Blog, Retirement, Financial Planning, Tax Planning

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The Worst December Since the 1930s

Welcome to the Monthly Economic Update, it’s January 4, 2019 as of writing this article and what an absolute wild ride it’s been over the last quarter. In the last Monthly Economic Update in early December we were hoping for some sort of a Santa Claus rally and, of course, everything fell apart. The Worst […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Market Commentary, Monthly Economic Update, World Economy, Federal Reserve

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IRA New Year’s Resolutions

IRA New Year’s Resolutions

The New Year is here, and you may be thinking about an array of resolutions you have for 2019. This year, we want to encourage you to really pay attention to your IRA (Individual Retirement Account) and leave no stone unturned. Here are some steps you should take to help make sure that everything is […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Tax Planning, IRA, 401(k)

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End of Year Checklist

End of Year Checklist

With the end of the year quickly approaching the last thing you need is another checklist. However, in the midst of preparing for all of the events and activities this holiday season holds, it is just as important to make sure you take some time to review your financial checklist. For example, have you considered […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Tax Planning, 401(k)

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What’s Causing the Negativity?

Welcome to the Monthly Economic Update, it’s December 5, 2018 as of writing this article and the markets are closed today. December 4th was an extremely poor day in the market. I want to talk today about all of the volatility that’s going on, what we think about it, and what it means to your […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Market Commentary, Risk Management, Monthly Economic Update

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Is a Roth Conversion Right for Me?

Is a Roth Conversion Right for Me?

There is story after story about people who come into a bunch of money. Where problems can arise is when they don’t know what to do with it, they don’t understand the concept of money, and they don’t know how much they can safely spend. Simply put, there is no plan in place other than […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Risk Management, Tax Planning, IRA, 401(k), FAQs

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You Can Save More Money in Your IRA in 2019

You Can Save More Money in Your IRA in 2019

Saving for retirement? Then we’ve got some good news. The IRA contribution limit will increase to $6,000 in 2019, up from $5,500 in 2018. Even better news for some, if you’re over 50 in 2019 you’ll be able to contribute $7,000, as compared to $6,500 in 2018. Why the Limit Increase? The IRA contribution limit […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Tax Planning, IRA, 401(k)

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Was this October Signaling the Next Bear Market?

This last month has been a pretty typical October. Two of the last three major bear markets have begun in the month of October and so many people are asking, “Was this October the signal of the next bear market to come?” It’s October 31st as of writing this and we’re going to talk about […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Market Commentary, Monthly Economic Update, World Economy, Federal Reserve

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Questions About Social Security?

Questions About Social Security?

We know Social Security is a complicated system with many rules, regulations, and year-over-year changes. That’s why we regularly bring you articles covering questions that might be top-of-mind for you on claiming your benefits. In fact, just earlier this month the Social Security Administration announced an increase of benefits in 2019. Our main goal is […]

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Posted in: Blog, Retirement, Federal Benefits, Financial Planning, Social Security Planning, Tax Planning

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